Migrate from ConvergeHub to Nutshell

ConvergeHub Leads map directly to Nutshell Lead records. We extract all standard Lead fields (name, email, phone, status, source, owner assignment) plus any custom fields from the Leads module. ConvergeHub Lead status values map to Nutshell's status field, and custom fields on Leads populate Nutshell's customFields dictionary. Lead assignment (owner) resolves by email match against Nutshell Users. Note that Nutshell does not have an automatic lead-to-contact conversion feature; Leads remain as Nutshell Leads and must be manually converted or linked to Accounts and Contacts.

ConvergeHub Accounts map to Nutshell Accounts. We preserve industry, size, address, and all custom properties. Account IDs from ConvergeHub are held in a cross-reference table for use during Contact and Deal import. Nutshell Accounts are created before Contacts so that the Account lookup is satisfied at the moment of Contact insert. Account is the top-level organization record and is the primary deduplication key during staging.

ConvergeHub Contacts map to Nutshell Contacts with the Account lookup resolved via the cross-reference table. We extract contact name, email, phone, role, lifecycle stage, and all custom fields into Nutshell's customFields dictionary. ConvergeHub's Contact-to-Account linkage is reconstructed by matching ConvergeHub account_id to the mapped Account record and writing the Nutshell Account ID at import time. Role and department fields migrate as custom fields if no equivalent native Nutshell field exists.

ConvergeHub Deals map to Nutshell Deals with the Account lookup resolved first. We extract stage, value, probability, expected close date, owner, and any custom fields. ConvergeHub pipeline stages map to Nutshell Deal status values, and the pipeline assignment maps to Nutshell's pipeline configuration. Deal owner resolves by email match against Nutshell Users. Deals without a resolved Account are held in a reconciliation queue; Nutshell Deals can be linked to Contacts directly but are more complete when linked to an Account.

ConvergeHub Activities (calls, tasks, events, logged communications) linked to Contacts, Leads, Deals, or Accounts map to Nutshell Activities. We extract activity type, timestamp, notes, owner, and the linked record reference, then resolve the Nutshell record ID for the linked entity at migration time. Nutshell Activities do not have a separate Event object; all calendar-type events and logged calls are Activity records with type differentiation. Activity timeline ordering is preserved by setting the timestamp to the original ConvergeHub value.

ConvergeHub Products (name, SKU, unit price, description) map to Nutshell Products. Product associations to Deals are preserved through linked record mapping during Deal import. Nutshell Products are referenced by Deal line items and must be created before Deals with product associations are imported.

ConvergeHub Cases (support tickets or service requests) map to Nutshell Cases if the destination Nutshell account includes the Cases module, or to Activities with a custom field tracking case status, priority, and subject. We extract case status, priority, subject, description, and linked Contact or Account, resolving the Nutshell Contact/Account ID at migration time. Custom case fields and status values require explicit mapping to available Nutshell fields or customFields.

ConvergeHub custom fields on Accounts, Cases, Contacts, Deals, Events, Invoices, Leads, Products, Quotations, Targets, Tasks, and Users map to Nutshell's customFields dictionary on the equivalent object. Picklist values, multi-select fields, and date formats are inventoried during scoping with a field-level mapping table applied during import. Nutshell custom fields are created in the destination before data import begins. Note: Nutshell's API does not support searching by custom field values, which limits post-migration deduplication and reporting that depends on custom field filters.

ConvergeHub User records (name, email, role, ACL assignment) map to Nutshell Users by email match. We generate a mapping table of ConvergeHub role names to Nutshell's permission model. Owner assignment on Deals and Cases is updated to point to the resolved Nutshell User record. Any ConvergeHub user without a matching Nutshell User is flagged for manual provisioning before record import begins.

ConvergeHub documents and files attached to records are downloaded from blob storage references, then re-uploaded to Nutshell's document attachment capability. We extract file metadata, blob references, and record associations. The association is preserved by linking the uploaded file to the corresponding Nutshell record (Account, Contact, Deal, or Lead). Large files are chunked and re-uploaded with the original file name and content type preserved.